Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETP (Energy Transfer Partners L.P) | 3.89% | 10.63% | 9.41% | 3.70% | 5.72% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETP (Energy Transfer Partners L.P) | 06/18/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 10.63 | 9.41 | 3.70 | 5.72 | NA | NA | … | … | 3.89 | 9.03 | 11.18 | 5.71 | -11.03 | 6.08 | -0.95 | 11.06 | 41.15 | -15.04 | 28.48 | -41.63 | 25.36 | 48.61 | 3.57 |
| Sharpe Ratio | NA | 2.21 | 1.26 | 0.21 | 0.26 | NA | NA | … | … | 1.69 | 1.18 | 1.56 | 0.32 | -1.63 | 1.45 | -0.07 | 2.62 | 1.32 | -0.64 | 0.48 | -1.12 | 1.14 | 2.74 | 0.36 |
| Standard Deviation(%) | NA | 3.89 | 5.21 | 5.81 | 16.88 | NA | NA | … | … | 4.38 | 5.25 | 4.86 | 6.43 | 7.67 | 4.17 | 16.97 | 3.66 | 30.18 | 24.63 | 58.45 | 37.10 | 22.28 | 17.75 | 18.78 |
| Draw Down(%) | NA | 2.81 | 5.73 | 15.46 | 35.36 | NA | NA | … | … | 2.81 | 5.13 | 2.13 | 7.78 | 14.61 | 1.65 | 26.38 | 1.59 | 20.14 | 35.36 | 40.00 | 51.69 | 14.00 | 9.55 | 6.74 |
| Yield(%) | 0.27 | 3.95 | 4.30 | 3.36 | 4.69 | 6.11 | 4.59 | … | … | 1.53 | 4.24 | 4.00 | 4.24 | 2.60 | 3.02 | 3.61 | 3.69 | 10.82 | 11.32 | 18.09 | 9.37 | 10.19 | 12.02 | 6.08 |
Data as of 06/03/2026, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETP (Energy Transfer Partners L.P) |
-16.18%
Nov 2014 – Nov 2017 |
-1.86%
Mar 2013 – Mar 2018 |
0.93%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETP (Energy Transfer Partners L.P) |
24.41%
Feb 2016 – Feb 2019 |
15.38%
Feb 2016 – Feb 2021 |
9.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
